Recap of "Power Lunch" - 1/4/10
Ockham's daily Recap of Power Lunch.
Listed below are stocks that were mentioned in CNBC's Power Lunch on Monday January, 4th.
As the name suggests, CNBC’s Power Lunch comes on midway through the trading day. Anchors Bill Griffith, Sue Herera, Dennis Kneale and Michelle Curoso-Cabrera, often taping on location at some of the sites where the news happens, bring a recap of the markets and economy through the first half of the day. Below are the stocks that were mentioned on Power Lunch, which runs from 12 pm until 2pm ET.
Want to know everything that was said on Power Lunch? Then you have to watch it. Visit CNBC for show times and channel guides.
CNBC - Power Lunch Stock Commentary for 1/4/2010
|
1:46P, Jan. 04,2010
IBM
$132.56 International Business Machines Corp.
See More News on IBM from Power Lunch International Business Machines Corporation is one of the thousands of companies that Ockham has news analytics on, and it was recently discussed on Power Lunch. We noticed recently that in comparison to all other stocks we analyze in the news; IBM has received less coverage from the financial media in business television and blogs. The Motley Fool CAPS crowd believes this stock will perform generally in line with the benchmark, or in other words the crowd is neutral. Based on our methodology, International Business Machines Corporation should hold some appeal to value investors as we view it as Undervalued. “… Worth pointing out the fact that IBM is not only at what a run-up IBM, big blue, has also, michelle what does it say about our tax code? …” |
|
1:46P, Jan. 04,2010
TJX
$36.16 The TJX Companies, Inc.
The latest news from business television and influential blogs is always available through Ockham's RazorWire, and this news is in relation to The TJX Companies, Incorporated. The TJX Companies, Incorporated receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. While bearish sentiment on a stock is not always a bad thing, it is something you need to be aware of. The Motley Fool survey of crowd sentiment shows that many investors believe this stock will underperform. We noticed recently that in comparison to all other stocks we analyze in the news; TJX has received less coverage from the financial media in business television and blogs. “… No, first day of trading of the you can see, the big decline unhappy new year goes to ann taylor, gap, TJX cut to hold to buy from jeffries. …” |
|
1:30P, Jan. 04,2010
GOOG
$625.51 Google, Inc.
Earnings Discussion for Google, Incorporated on Power Lunch Any suprise in earnings can cause a major swing in stock prices, so we are always on the lookout for the freshest news available for earnings reports or expectations. Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Google, Incorporated will perform just about the same as the index. Check the news on this stock because there is a catalyst that has allowed this stock to advance 5.46% today. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, GOOG has been less covered in the news compared to the rest of our universe of stocks. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on GOOG. “… If -- what's the risk to the stock price of GOOGLE if people don't fall in love with the new > > i'll jump in there. You have to remember, a company with $24 billion of cash ... …” |
|
1:30P, Jan. 04,2010
AAPL
$213.92 Apple, Inc.
There is Significant News on AAPL:Among the Twenty Most Active Stocks in the News AAPL has been one of the most active stocks in the news today, so investors in it will want to pay attention to what is happening. Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards AAPL and think that it will generally perform in-line with the S&P 500. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Apple, Incorporated has actually sunk a bit in comparison to the others. Take notice of the news on this stock because it is up $19.75 since the close of trading yesterday. The Ockham valuation currently has a Fairly Valued stance on AAPL because it trades within the price range that we would expect given current market conditions and fundamentals. But as the price has risen in the last week, we have begun to look slightly less favorably on the valuation. “… it's APPLE iphone envy. > > what's the risk here? What's the risk here? It's a jump ball question. If -- what's the risk to the stock price of google if people don't fall in ... …” |
|
1:27P, Jan. 04,2010
GOOG
$625.21 Google, Inc.
Stocks in the News: Google, Incorporated Among the Twenty Most Discussed Stocks Something important is going on with GOOG today, as it is getting a lot of attention on business television and influential blogs. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, GOOG has been less covered in the news compared to the rest of our universe of stocks. Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Google, Incorporated will perform just about the same as the index. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on GOOG. Check the news on this stock because there is a catalyst that has allowed this stock to advance 5.41% today. “… Is GOOGLE going to subsidize this handset, give it away for free, make the net works take a backseat, let the hardware out on the marketplace and turn the mobile smart phone ... …” |
|
1:23P, Jan. 04,2010
GOOG
$625.30 Google, Inc.
Look Out for Google, Incorporated: Its Very Active in the News We are observing a lot of attention being paid to GOOG in the news, so if you hold the stock you may want to take a look at what is going on. Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards GOOG and think that it will generally perform in-line with the S&P 500. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Google, Incorporated has actually sunk a bit in comparison to the others. Take notice of the news on this stock because it is up $32.52 since the close of trading yesterday. The Ockham valuation currently has a Fairly Valued stance on GOOG because it trades within the price range that we would expect given current market conditions and fundamentals. “… GOOGLE, calling tomorrow's event an an droid press will they unveil the GOOGLE what would it mean for their stock? What would it mean for the cell phone partners who got behind ... …” |
|
1:20P, Jan. 04,2010
BAC
$15.61 Bank of America Corp.
Discussion Turns to BAC and Merger Talk on Power Lunch News broke today regarding mergers and acquisitions and Bank of America Corporation was discussed as well on Power Lunch. Other sources will be required to know exactly what the context was in the discussion. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Bank of America Corporation has actually sunk a bit in comparison to the others. As of this week's report, we have an Overvalued valuation on BAC because the price has gotten too high to be justified by the fundamentals. Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards BAC and think that it will generally perform in-line with the S&P 500. “… He said something that's muss to banks are' ears here, BANK OF AMERICA remains committed to the state where it's operated for 140 years. …” |
|
1:20P, Jan. 04,2010
BAC
$15.61 Bank of America Corp.
Power Lunch: BAC is Among Most Active Stocks in the News Today Something important is going on with BAC today, as it is getting a lot of attention on business television and influential blogs. At the current price, value investors will want to look elsewhere for a buying opportunity as this stock has heated up and is currently Overvalued. The Motley Fool CAPS crowd believes this stock will perform generally in line with the benchmark, or in other words the crowd is neutral. We noticed recently that in comparison to all other stocks we analyze in the news; BAC has received less coverage from the financial media in business television and blogs. “… reporter: moynihan speaking about the outlook for 2010, BANK OF AMERICA forecasting a long slow recovery here in the u. S. …” |
|
1:18P, Jan. 04,2010
BAC
$15.61 Bank of America Corp.
BAC Having an Active Day in News, Now on Power Lunch BAC has been one of the most active stocks in the news today, so investors in it will want to pay attention to what is happening. Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards BAC and think that it will generally perform in-line with the S&P 500. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Bank of America Corporation has actually sunk a bit in comparison to the others. As of this week's report, we have an Overvalued valuation on BAC because the price has gotten too high to be justified by the fundamentals. “… talk about BANK OF AMERICA. New ceo giving his first official inaugural address, I suppose, since becoming the head of the company ten days ago. …” |
|
1:14P, Jan. 04,2010
CMCSA
$17.10 Comcast Corp.
The Latest News for CMCSA Was Just on Power Lunch News has broken via the television and viral blogs regarding CMCSA, so investors should take an interest in learning what was said. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Comcast Corporation has actually sunk a bit in comparison to the others. At present, Ockham has a valuation stance of Undervalued on CMCSA, as we could see significant price appreciation based on current fundamentals like cash earnings and revenue. Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see Comcast Corporation underperforming. “… COMCAST, nbc universal. > > they didn't get it right. > > > next, trader raider. Fundamentals and psychology. What do the top gun trades are get in the psych toej get ... …” |

